SHGA

Sand Hill Global Advisors Portfolio holdings

AUM $2.69B
1-Year Est. Return 14.3%
This Quarter Est. Return
1 Year Est. Return
+14.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$975M
AUM Growth
-$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$5.95M
3
+$4.52M
4
ORCL icon
Oracle
ORCL
+$483K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$331K

Top Sells

1
+$29.7M
2
+$8.76M
3
+$3.07M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.79M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M

Sector Composition

1 Financials 4.66%
2 Technology 4.11%
3 Communication Services 3.22%
4 Healthcare 2.92%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.1M 0.63%
55,607
-3,124
27
$5.8M 0.59%
121,158
-1,593
28
$5.75M 0.59%
68,326
-1,556
29
$5.65M 0.58%
137,430
-3,705
30
$5.63M 0.58%
45,250
-728
31
$5.58M 0.57%
44,043
-1,838
32
$5.45M 0.56%
36,993
-189
33
$5.08M 0.52%
94,324
-4,010
34
$4.88M 0.5%
27,926
-753
35
$4.87M 0.5%
31,896
-624
36
$4.78M 0.49%
62,416
-940
37
$4.63M 0.48%
111,056
-1,485
38
$4.5M 0.46%
39,810
-6,094
39
$4.49M 0.46%
51,427
-4,059
40
$4.39M 0.45%
25,811
+139
41
$4.22M 0.43%
36,605
-613
42
$4.15M 0.43%
8,843
+107
43
$4.14M 0.42%
11,667
-5,041
44
$4.04M 0.41%
138,610
45
$4.04M 0.41%
39,100
-316
46
$3.95M 0.41%
29,490
-1,703
47
$3.92M 0.4%
27,038
-773
48
$3.89M 0.4%
147,669
+484
49
$3.65M 0.37%
35,412
-231
50
$3.63M 0.37%
725,457
-22,774
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